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The sidebar is the same for everyone in structure, but it only offers the places your role and your Organisation allow. If a place you expect is missing, see FAQ.

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Your own places

These sit at the top of the sidebar.

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Your Organisation’s places

Below your own places, the sidebar groups the Organisation’s shared places. The Projects group lists your Projects alphabetically, with a “+N more” row that opens the whole list and a plus button to start a new one. The Teams group lists the teams you belong to. Archive holds archived work and the Bin. Templates holds the boards new Projects start from.

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Products

If your Organisation holds a specialist product, choose it from the app switcher at the top of the sidebar. Choosing a product opens it with its own sidebar. A product your Organisation does not yet have is not offered. Anything shown with a padlock and “Coming soon” is not yet available to your Organisation.

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The foot of the sidebar

  • Help & resources opens the help panel, where you can search guides, send Support & feedback and follow your requests. See Contact Support.
  • Settings opens as a window over whichever page you are on. See below.
  • The account menu shows your usage, your profile, a Light, Dark or System theme choice, keyboard shortcuts (press ?) and What’s new, and ends with Sign out.

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Settings

Settings opens over your current page and closes back to it. It has up to four groups.
  • Preferences: General, Account, Privacy & data, Memory, Usage & plan, and Saphion in other AI tools.
  • Customise: Skills and Connectors.
  • Organisation, for Admins: Company, Members & teams, Instructions, Projects, Approvals, Connectors, Usage & billing, Data & privacy and Audit.
  • Staff, for Saphion staff only.
Use the search at the top of the page to find Projects, Files and records across the places you can open. Some places, such as Projects and Files, have their own search in their sidebar.